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49 contributions to Sangam CRM Community
Happy to share my CRM client's testimonial
https://www.skool.com/sangamcrm/success-story-of-free-sangam-crm-users-mr-nikunj-harlalka-nishant-aroma-pvt-ltd?p=b24d3675
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New comment May 14
1 like • May 13
Thank you Enjay Team for all the support and mutual success @Taufik Patel @Muzammil Sharif @Muzammil Sharif @Lawrence Nicholas @Mustafa Ghia @Limesh Parekh @Limesh Parekh @Pavan Joshi @Ankit Yadav @Kushal Patel @Ravi Mishra - Community Manager @Saloni Dhawade @Vishal Dake
Product masters import behaviour has changed
Today I saw that few things are changed without any notification or how-to article hence mentioning here. 1) During import field mapping screen we see that 2 "Team" fields are visible even though studio shows only 1. Workaround I found is to create "Team 1" and "Team 2" in excel with same values. Then during mapping screen select different "Team" for "Team 1" and "Team 2" 2) During import field mapping screen we see that Assigned To has a new dropdown asking what type of value have we mentioned in excel. Screenshots attached.
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New comment Apr 23
Product masters import behaviour has changed
1 like • Apr 20
@Pavan Joshi @Altaf Khan import was successful. Hope this is resolved in current release.
High network activity
Today I have not used CRM either from mobile app or the website. There were no notification or follow up or reminders set for today. Even then CRM Android app has the highest network activity. Syncing should not consume so much network when there are no changes. Can we get breakdown of the different types of data being transferred alongwith % @Pavan Joshi
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New comment Apr 20
High network activity
1 like • Apr 20
@Asmita Thodan Thanks. In my understanding this activity is too much considering offline data is of no use hence not displayed to users.
Quotation configuration
In admin, I have added the terms and conditions, payment terms and bank details. While creating a new quotation I can see all the 3 dropdowns but the body remains blank
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New comment Apr 23
Quotation configuration
0 likes • Apr 20
@Pavan Joshi I have already created terms in admin but when I try to use it in quotations then the body remains blank. This happens for new and old quotations.
0 likes • Apr 20
[attachments]
All modules get displayed automatically
In each users profile I have customised the modules which are to be displayed or hidden but on regular basis I find that all modules get displayed automatically for all users. I dont know whether this happens after software update or configuration update but it seems to be a bug I have just now corrected for all users. https://fnfsurplus.sangamcrm.com/
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New comment Apr 23
0 likes • Mar 7
@Pavan Joshi I remember I had reported this issue earlier also either on skool or somewhere else. Anyways, since modules get displayed hence when use logins then on the left side module bar, all modules are visible. 9867001509
0 likes • Apr 20
@Pavan Joshi When users login then they are able to see all modules instead of what is configured in their profile. @Vijay Agarwal roles does not cover this requirement. Only user profile does.
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@ankit-modi-6673
Certified Sangam CRM Implementation Partner. +91-9867001509

Active 143d ago
Joined May 3, 2023
Mumbai
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